Vietnam ETFs: An Emerging Opportunity

Published on October 17, 2025

One of the most interesting changes was Vietnam’s upgrade from frontier to emerging market. This will affect all FTSE indexes as of September 2026, likely with a phased implementation.

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Brazil Can Help Beat China at Its Rare-Earths Game

October 17, 2025
In 1967, a helicopter from United States Steel Corp. carrying a team of geologists made an accidental discovery after landing in a remote corner of the Amazon rainforest: a giant iron-ore deposit that would become Carajás, one of the world’s richest mineral regions.

Muhlenkamp Quarterly Market Commentary – October 2025

October 17, 2025
The U.S. economy shows moderate growth and rising inflation, with manufacturing lagging and services expanding. Recession fears have faded; policy uncertainty and deficits remain concerns. AI drives market highs, gold surges, and investment focuses on healthcare, materials, and gold.